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2019 SESSION TOPICS

> What's New
Business Taxation
Accounting, ERISA, Ethics, Etc.
Estate Planning

UPCOMING INSTITUTES

October 26-30, 2020
October 25-29, 2021

SCHEDULES : What's New in the Income Tax World

MONDAY MORNING, OCTOBER 21, 2019
Christopher J.C. Jones, Presiding

7:15 – Registration Desk Opens

8:00-9:00 – Breakfast

9:00-10:30 – Recent Federal Income Tax Developments – This session highlights significant changes affecting taxpayers over the past twelve months, including court decisions, rulings, and statutory and regulatory developments.
Bruce A. McGovern, Professor of Law and Director - Tax Clinic, South Texas College of Law Houston, Houston, TX
Cassady V. "Cass" Brewer, Associate Professor of Law - Georgia State University College of Law, Atlanta, GA

10:30-10:45 – Break

10:45-12:00 – Recent Federal Income Tax Developments (con't)

12:15-1:05 – Mid-Day Program: How To Succeed In Tax Practice - And Avoid Living In A Van Down By The River – Over the course of a year, Pete Genz conducted scores of interviews and studied the difference between success and failure in tax practice. With Ken providing a CPA perspective and David providing a litigation perspective, this panel will focus upon the practical, detailed strategies for tax practitioners of all ages in dealing with strengths and weaknesses, opportunities and challenges, victories and mistakes, and the always urgent client needs.
Sponsored by Chamberlain, Hrdlicka, White, Williams & Aughtry and presented by Peter J. Genz, Kenneth L. Thrasher and David D. Aughtry

MONDAY AFTERNOON, OCTOBER 21, 2019
Peter J. Genz,
Presiding

1:15-2:45 – Section 199A and Practical Implications – A key component of the Tax Cuts and Jobs Act of 2017 (“TCJA”) was Section 199A which provided a new 20% deduction for “qualified business income.” Last year, we and our clients had more questions than answers about the new law. Now, almost two years after tax reform, what have we learned about Section 199A, the practical implications, and the planning opportunities? Do we still have more questions than answers after the guidance issued thus far? This panel addresses the most important aspects of Section 199A and “qualified business income.”
Todd D. Golub, Principal – Ernst & Young LLP, Chicago, IL
Lynn T. Kawaminami, Partner – Deloitte Tax LLP, Atlanta, GA

2:45-4:00 – Intended and Unintended Federal Income Tax Consequences of SALT “Workarounds” – This presentation highlights the complexities surrounding state and local tax and small business “workarounds” to the $10,000 limit on the deduction for personal state and local taxes. Our speaker also explores the increasingly complex interplay between SALT incentives and credits and federal income taxation.
Christopher Benner, Partner – Bennett Thrasher, LLP, Atlanta, GA

4:00-4:15 – Break

4:15-5:30 – The Wizards of “QOZ”! Qualified Opportunity Zones – Another key component of TCJA was new Sections 1400Z-1 and -2, “Qualified Opportunity Zones.” Intended to spur investment in low-income communities, Sections 1400Z-1 and -2 can defer and, in some circumstances, eliminate capital gains. Proposed regulations issued in April would substantially broaden the availability of this significant benefit. Our expert panel explores the numerous planning “opportunities” as well as pitfalls surrounding Qualified Opportunity Zone investments.
Lisa M. Starczewski, Shareholder – Buchanan Ingersol & Rooney PC, Washington, D.C.
Robert Cassanos, Partner – Fried, Frank, Harris, Shriver & Jacobson LLP, New York, NY

5:30-7:00 – Cocktail Party